| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Wilmette, IL
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Daniel is an investment advisory representative at Kingsbury Capital Investment Advisors, LLC, dedicating about 10-20% of his time. He also provides operational support for Kingsbury Capital through Fincor Financial Partners, LLC, taking about 10-20% of his time, and co-owns Finnerty Beck, LLC, spending minimal time on this franchise ownership.